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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?


To: TLindt who wrote (13133)1/14/2000 4:59:00 PM
From: Elmer Flugum  Read Replies (1) | Respond to of 20297
 
Eyes on the next dot-com superstars

moneycentral.msn.com

"What names do you currently have on your buy list?
On the business-to-business side there are a couple of companies that we
think are very well positioned. One is CheckFree Holdings (CKFR). CheckFree
provides bill-payment and bill-presentment services. We think that market is
going to present huge opportunities.

How huge?
We believe that it's going to go from about a $200 million market last year to a
market in excess of $2 billion in the next three or four years. CheckFree is
positioned as the leader in that space. We consider it to be a core holding in
the business-to-business segment. It's one that not only enjoys a very strong
market position today, but we think has built sustainable competitive
advantages. They are going to remain a leader for the foreseeable future.

Do you have a target on the stock?
We had price targets on all our recommended stocks, but almost all of them
have already moved through the target. We're evaluating whether to set new
targets, or just to keep following the stocks without setting targets.
"